Дата создания 2024-08-20
Дата последнего изменения 2025-02-27
This option allows you to upload CRM leads, contacts, and companies to the desired Auto Dialer campaign, which helps to simplify and speed up communication with customers, as well as optimize the work of contact center agents. To upload CRM entities to the Auto Dialer campaign:
To upload entities to the Auto Dialer campaign, use one of two options:
2. Download filtered contacts: if you have applied a filter, the system will download only those contacts that meet the specified criteria. If there is no filter, all available contacts are downloaded.
The "Upload" button is always active, allowing you to choose a convenient way to add contacts depending on your needs.
Next, you will need to select:
After clicking the "Save" button, the selected CRM entities will be added to the Auto Dialer campaign (if they have a phone number).
If necessary, you can filter leads, contacts, or companies by specified criteria.
Please note that only the leads, contacts, and companies that are currently displayed on the page are considered selected. If you need to upload more entities than are currently displayed on the screen, click the appropriate button.
After starting a call from the Auto Dialer campaign for dialer leads that are associated with CRM entities, the card of this entity automatically opens in a few seconds. After the call is completed, the "Call Results" window appears on the right.
It is important for us that IPTel products are simple and straightforward and that you experience all their benefits from the very first days of use. If you have any difficulties or questions during setup, please contact IPTel technical support and we will be happy to help you!
